401(k) · DOL Form 5500 · 2024
Heritage Homes of Nebraska 401(k) Plan
Data updated 2026-08-11
- $9M
- Total assets
- 130
- Participants
- 54th
- Percentile by assets
- $71,965
- Avg per participant
Official DOL plan name: Heritage Homes of Nebraska, Inc. Profit Sharing Plan · Sponsored by Heritage Homes of Nebraska · Nebraska · Manufacturing
$9M in assets, 130 participants
Heritage Homes of Nebraska's Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported $9M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 54th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 54th percentile by assets (of 123,622 plans)
- #7,055 in Manufacturing (17,777 peers)
Coverage in Nebraska
Heritage Homes of Nebraska, Inc. Profit Sharing Plan covers 130 participants in Nebraska, about 24% of the average Nebraska filer (state average ~552 per filing). Assets: $9M.
- $9M
- total plan assets (2024 EOY)
- 130
- covered participants
- 54th
- percentile by assets (of 123,622 plans)
- $71,965
- avg assets per participant
Where Heritage Homes of Nebraska, Inc. Profit Sharing Plan sits by total assets
Heritage Homes of Nebraska, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,355,426 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $934K in the plan year 2024 filing.
- Heritage Homes of Nebraska, Inc. Profit Sharing Plan reported participants fell from 148 in the plan year 2023 filing to 130 in the plan year 2024 filing.
- Heritage Homes of Nebraska, Inc. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Participants vs Nebraska filers
In Nebraska, the average filing covers about 552 participants across 778 plans. Heritage Homes of Nebraska, Inc. Profit Sharing Plan reports 130 participants - about 24% of that state average ($9M EOY assets).
Nebraska filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $934K |
| Employer EIN | 470597251 |
| Plan Effective Date | 1988-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heritage Homes of Nebraska)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $7M |
| 2023 | 1 | 148 | $8M |
| 2024 | 1 | 130 | $9M |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Heritage Homes of Nebraska, Inc. Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Heritage Homes of Nebraska, Inc. Profit Sharing Plan's numbers.
- By total assets, Heritage Homes of Nebraska, Inc. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Nebraska. Compare plans
- Heritage Homes of Nebraska's sponsor-wide assets have grown 35.3% since 2022 across 3 plan years on file. More Manufacturing plans